Issue Current Item

Choose Issue Current Item from the Select Action menu in the Inventory application to issue the current item directly
to a work order or against equipment, a location, or a general ledger account, or to return unused items to inventory.
You generally specify items in a job plan and MAXIMO issues them in conjunction with specific work orders. However,
sometimes you need to issue them directly. For example, you may need to have soap available for employees, yet
you do not want to associate this item to a work order because soap is used routinely and is not specific to any work
order. You can use the Issue Current Item page to charge the soap to equipment, a location, or a GL account.

To issue current item:

1.

From the Search tab of the Inventory application, display the item you want.

2.

Click the Inventory tab.

3.

From the Select Action menu, choose Issue Current Item.

4.

In the Quantity field enter the number of items you want to issue.
If the issued quantity causes the availability in the bin to drop below zero, (current balance minus reserves),
MAXIMO displays a message telling you that the balance is negative. Click OK to return to the Issue
Current Item page where you can change the value as needed.

5.

Make sure Issue Type is set to ISSUE. MAXIMO selects ISSUE by default, but you can change this setting.

6.

To select a value for the Work Order, Equipment or Location fields, click Detail Menu
your selection, MAXIMO fills in the other fields with the appropriate values.

If you select a Work Order, MAXIMO charges the cost of the items to the debit GL account associated with
the work order.

If you enter an Equipment number, the Location field will default to the equipments location. MAXIMO fills
in the Debit GL field with the equipments debit GL account.

If you enter a Location where there is only one piece of equipment, MAXIMO enters that equipment in
the Equipment field. For example, assume work order 100 is associated with debit GL account code 6106134-135. If you enter 100 in the Work Order field, MAXIMO charges account code 6106-134-135 by default.
You can charge this to another account code if you leave the Work Order field blank and enter a different
debit GL account code in the Debit GL Account field. The items are then charged to the account code in
the Debit GL Account field.

. After you make

Note: Steps 7-12 are optional, depending on how you allocate charges for items:
7.

To change the Unit Cost, enter the new value that field. MAXIMO displays the amount set in the MultiSite
application. The Line Cost field value is calculated by this simple formula: Line Cost = Quantity * Unit Cost.
You cannot edit the Line Cost field.

7.

To select a piece of Rotating Equipment, click for Click Detail Menu

within the location from where it is being issued.

7.

To select a material requisition, click Select Value

7.

To change the fields in the Storeroom section, click Select Value or Detail Menu, as necessary. The values
default to the values on the Item tab, but you can change them.

7.

To allocate the charge for the item to a specific task, enter the task number in the WO Task ID field.

7.

To enter the name of the person receiving the item, enter the name in the Issue To field. The person
receiving the item must be listed in the Labor table.

. The rotating equipment must exist

next to the MR# field.

7.

Make sure there is a value in the GL Debit Account field. To select a value, click Select Value

7.

Click OK and save your changes.

LOCATIONS.INVOWNER
:INVENTORY.LOCATIONS.invowner

:INVENTORY.LOCATIONS.mrp_groupowner

BMXAA4473E - No assignments created for task STOREROOM GROUP in workflow process MRP_IMCREA.

- to enable to assign the assignments on def storeroom group. The Broadcast field must be checked (Checking this
box indicates that when making assignments to the role, send it to everyone in the group. ).

--Change Task description into :description field

Testing

Item has default storeroom

26748

Item has not def storeroom but has added to storeroom

26749
-Storeroom
Geostock and Geotools

Item has not def storeroom and added storeroom

26750

ITEMMO
26751

26755

Inventory Balance
-Date Format

To Site INVRESERVE.SITEID
-

To Storeroom INVRESERVE.TOSTORELOC

From Store INVRESERVE.LOCATION

From Site

INVRESERVE.STORELOCSITEID

asset and location update on com template

26798

issue
If the item has not been added to a storeroom the record will be reassigned to the
user to correct.

View Status History

ITEMSTATUS.STATUS

applied chnges on Routing from Pending Conditions

update assigned group

26787
Issue:

Routing from OBSOLETE

If a user routes a record which has a status of OBSOLETE, the only option is to
change the status to PENDING
The item will be routed to the storeroom approval group for action
The options and actions available are as per 2a and 2b, but with status changes to
either ACTIVE or PENDOBS

It says that change status to PENDING but with status changes to either ACTIVE or
PENDOBS

BMXAA8229W - Record INVENTORY : Item=26787 Storeroom=SWNSTORE Site=SWN

Item Set=310I has been updated by another user. Your changes have not been
saved. Refresh the record and try again.

BMXAA4407E - A nested exception caused the workflow process to fail.

BMXAA2117E - Could not change item 26787 status to PENDING.
BMXAA2118E - This status change is not allowed at Item level.

When the record is put into status change

Item Master Creation

has default storeroom - ok

not has default storeroom - ok

added item - ok

not added item - ok

maximo admin - ok

26815

Item master modification

added item - ok

not added - ok

has default storeroom - ok

not has def - ok

max admin - ok

Item Status Change

status is PENDING - Item Master Creation

PENDING and HAs previously has a status of ACTIVE - Item Modifications

route to INACTIVE , ACTIVE, PLANNING, PENDOBS, OBSOLETE

added item - custo group

not has added item and has def storeroom - def store

has not added item and def storeroom - max admin

26834

1211

26783

issue
BMXAA4407E - A nested exception caused the workflow process to fail.
null

26835

Item Approval
MOK - 26837

26838 - 3000

26839 - 3300

--Routed Obsolete
-Workflow will just started

--Changes on action set value of inventory status OBSOLETE

ITEM.INVENTORY.status

26837

26834

1211

26783

issue
BMXAA4407E - A nested exception caused the workflow process to fail.
null

26835

Item Approval
MOK - 26837

26838 - 3000

26839 - 3300

--Routed Obsolete
-Workflow will just started

--Changes on action set value of inventory status OBSOLETE

ITEM.INVENTORY.status

26837

Enhancements to the Item Master Application in

Maximo 7

From Brazil To Japan, Fascinating Trip To Gas

Stations From Around The World (The Daily
Western)
News

Abstract
This document details some of the enhancements that have been made to the Item Master application in
Maximo 7.

Content
Maximo 7.1 Base Services has added several new enhancements to the Item master application
including the:

the ability to give items a status (users can now set statuses for items that are no longer to be
used)
the item status is governed by business rules (ie if an item is referenced on a PO or job plan
it cannot have its status changed to say obsolete)
the ability to roll the status down to an organization and it's inventory records
the ability to view the status history of the item and the user who initiated the change
the ability to change the status of more than one item at a time when selected from the list
tab
the ability to add an image of the item to the item record making it easier for supply chain
personnel to identify an item
item organization records are now generated when a new item is created and save
the addition of the Maximum Quantity Issued field which is used to specify the maximum
number of items that can be issued to a given asset (this is useful in situations where software is
being issues to or applied to a pc or similar scenarios)

Default Storeroom on user Profile - ok

user - GRIFFINR

Item record - 26815

Added Storeroom -- ok

Site - SWN
Storeroom - SWNSTORE

Change status INACTIVE, ACTIVE, PLANNING - ok

Added item to multiple storeroom

Item record - 26887

Item record - 26923

Item Record - 26831

if the value of mrp_groupowner has no value it will return an system message

"BMXAA4473E - No assignments created for task STOREROOM GROUP in workflow
process MRP_IMCREA." and if default storeroom has group owner value, it will
assigned to the group referenced on this default storeroom. For added item to
storeroom the same with default storeroom conditions.

Item Record - 26830

has not def store and added item on storeroom

Item Master Status Change

Route from PENDING
Item Record - 26830

Route to Obsolete
The process just started and can't change the status

Item Mo ACtive Item Number - 26652